Author: admin

Another premise

What does it mean to invest intelligently?In life, I often find that it’s a lot easier by starting out trying to define what something is by showing examples of what…

Themes for 2009

Alright, The etf’s that are going to crush the S&P500 over 2009 are TBT, DXO, and FXI. I already called the bottom in FXI, but I’m still cautions on TBT…

AOB SSRX

Just glanced at it, SSRX The PE looks high and there are some figures that look bad. Let’s dig. For the third quarter 2008, 3SBio expects total net revenues of…

Happy Holidays

Hey, I haven’t written anything lately cause not much has changed. If you want to play the January effect, it should happen, but not for the same reasons that it…

China

Looks to me like the market bottomed. PE was roughly 7. We’ve had lots of ridiculous stimulus. I haven’t looked at the russian market, but it will bottom when oil…

BAC

Bank of America – Now is a good time to buy January 2011 Calls on BAC. Also, expect to see HIG beat the market this next week. It’s at $14.59,…

Barrel of Oil

Hey, in case you read my last post on the price of a barrel of oil, I now would like to revise my last statement. It’s going to fall. The…

PRSC

opportunity of a lifetime? “Analysts and others speculating that we’ll violate our covenants” “Most of this is the result of incorrect calculations” “Historically speaking, recessions are favorable for us” Looking…